SPY vs YNOT

Quick Verdict

SPY has a lower expense ratio. YNOT delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: YNOTMore Diversified: SPY

Side-by-Side Comparison

MetricSPYYNOTWinner
Expense Ratio0.09%0.75%
AUM$789.1B$130M
Dividend Yield1.01%0.00%
Holdings505105
YTD Return+13.50%+15.41%
1Y Return+23.56%+25.81%
3Y Return (annualized)+21.17%-
5Y Return (annualized)+13.46%-
Volatility (annualized)15.3%24.9%
Max Drawdown-56.5%-17.3%
Fund FamilyState Street Investment ManagementHorizon Funds
CategoryEquityEquity
InceptionJan 22, 1993Jul 9, 2025

SPY vs YNOT Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Horizon Digital Frontier ETF (YNOT) is a ETF from Horizon Funds. Over the past year SPY returned +23.56% while YNOT returned +25.81%. Year to date, SPY is up 13.50% versus a gain of 15.41% for YNOT.

Risk: Volatility and Drawdowns

YNOT has been the more volatile fund, with annualized monthly volatility of 24.9% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -56.5% for SPY and -17.3% for YNOT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SPY charges 0.09% per year while YNOT charges 0.75%. On a $10,000 position that is $9 vs $75 annually, a gap of $66 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for YNOT.

Holdings Overlap

34.8%overlap

SPY and YNOT share 49 holdings out of 556 unique holdings combined, representing a 34.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in YNOTDifference
NVDA7.31%8.15%0.84%
MSFT4.43%5.51%1.08%
GOOG2.66%6.93%4.27%
AMZNProProPro
AVGOProProPro
MUProProPro
CATProProPro
PLTRProProPro
METAProProPro
AMDProProPro
See all 10 holdings SPY shares with YNOT
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SPY or YNOT?

SPY has an expense ratio of 0.09% while YNOT charges 0.75%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, SPY or YNOT?

Over the past year SPY returned +23.56% vs +25.81% for YNOT, so YNOT leads on 1-year performance. Over the longest common window we track (1 years), SPY annualized +8.85% vs +28.66% for YNOT. Past performance does not guarantee future results.

Which is riskier, SPY or YNOT?

YNOT has been the more volatile fund at 24.9% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs YNOT -17.3%.

Should I hold both SPY and YNOT?

SPY and YNOT have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between SPY and YNOT?

SPY and YNOT share 49 common holdings with a 34.8% weight overlap. Combined, they hold 556 unique securities.

Which pays a higher dividend, SPY or YNOT?

SPY yields 1.01% while YNOT yields 0.00%, so SPY currently pays the higher dividend yield.

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